节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：4/10
2月18日，高盛集团分析师指出，美国拟议的战略铜储备计划若导致金属库存减少，将使该行对2026年第四季度铜价每吨11200美元的预测面临上行风险。该行进一步表示，若该计划按提议实施，将吸收2026年全球预计30万吨铜过剩的大部分，推动铜市场从供应过剩转向供需平衡。
美国总统特朗普本月早些时候宣布设立“金库计划”关键矿产储备，旨在服务美国汽车行业，目标为保持60天的矿产供应量以应对不时之需。高盛预计，在中美均以增加60天供ź..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
ℹ️ 该文章尚未执行AI信息类似验证，或未找到有效可访问的类似链接
